Connard: Tariffs Here to Stay for the Long Term, Expecting Volatility

Ben Connard expects volatility in the short term, partially due to investors feeling out the year. He thinks the market will shift away from big tech in 2026, perhaps into healthcare or consumer sectors. Regardless of a Supreme Court decision, he argues tariffs will be in place for the long term. He tells investors to be careful of concentration and anticipates two Fed rate cuts for the year.

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